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April 12, 2024
Question

How do I access the Peneion and Annuity, Section 2 Part C Three-year Rule box? I can't use the general rule.

  • April 12, 2024
  • 1 reply
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Turbo Tax only lets me use the General Rule, which doesn't apply in my case

1 reply

April 16, 2024

In the 1099-R interview, after you enter the data from the form, do you not see this screen, which will let you pick the 3 year rule?

 

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